eSignature API for KYC
Integrate our powerful eSignature capabilities directly into your own platform. Our REST API is built for
developers, offering extensive documentation, webhooks, and a sandbox environment to build and test custom
KYC workflows that are completely seamless for your end-users.
- Create a fully white-labeled experience.
- Automate 100% of your document signing process.
- Get your first document signed via API in under an hour.
KYC Form Template Creation
Use our intuitive drag-and-drop editor to turn your existing PDF or Word KYC forms into interactive
digital documents. Add signature fields, text boxes, checkboxes, and more without writing a single line of
code. Save them as templates for instant, repeatable use.
- Digitize any form in minutes.
- Ensure consistency across all customer onboarding.
- Update templates instantly as regulations change.
Advanced Signer Authentication
Add layers of security to verify your signer's identity. Configure workflows to require two-factor
authentication (2FA) via SMS one-time passcode (OTP) before a user can view or sign a sensitive KYC
document, significantly reducing the risk of identity fraud.
- Strengthen identity verification for high-risk transactions.
- Meet stricter regulatory requirements for authentication.
- Provide a clear record of authentication in the audit trail.
Data Validation & Conditional Logic
Build intelligence directly into your forms. Use data validation rules to ensure information (like
account numbers or IDs) is formatted correctly. Employ conditional logic to show or hide certain fields
based on a user's previous answers, simplifying the form-filling process.
- Eliminate 'Not In Good Order' (NIGO) errors.
- Reduce form abandonment by creating simpler, dynamic forms.
- Ensure you collect all necessary information for every scenario.
Bulk Sending for Re-verification
Need to update terms or re-verify a large group of existing customers? Upload a list of contacts and send
personalized KYC documents to thousands of recipients at once. Track the status of each signature in
real-time from a central dashboard.
- Execute mass compliance updates efficiently.
- Save hundreds of hours of manual administrative work.
- Maintain a complete audit history for mass mailings.
Embedded Signing Workflows
Keep your users within your own web application or portal during the signing process. By embedding the
eSignly signing experience in an iframe, you provide a frictionless journey without redirecting users to
an external site, increasing trust and completion rates.
- Increase conversion rates by reducing user friction.
- Maintain full control over your brand and user journey.
- Simplify the technical integration for your developers.
Real-Time Audit Trail Generation
The cornerstone of compliance. For every document, eSignly automatically creates a comprehensive,
tamper-evident audit trail. This court-admissible log contains a full history of every action, including
who viewed, signed, or declined the document, along with timestamps and IP addresses.
- Pass regulatory audits with ease.
- Resolve disputes quickly with indisputable evidence.
- Automate compliance record-keeping.
ID Verification Integration
For the highest level of assurance, integrate leading third-party Identity Verification (IDV) services
with eSignly. Via our API, you can trigger an IDV check that asks users to capture their government-issued
ID and a selfie, confirming a liveness match before they can sign.
- Meet the most stringent AML/KYC requirements.
- Drastically reduce the risk of sophisticated identity fraud.
- Automate a previously manual and time-consuming verification step.
Secure Document Archiving
Once a KYC form is completed, it's automatically stored in your secure eSignly repository. Set custom
retention policies to manage your documents in line with regulatory requirements. Access any signed
document and its audit trail in seconds.
- Eliminate the need for physical storage.
- Simplify compliance with data retention laws.
- Find any customer document instantly with powerful search.
In-Person (Agent-Assisted) Signing
Perfect for field agents or in-branch scenarios. Empower your representatives to facilitate KYC document
signing on a tablet or laptop. The agent can guide the customer through the process, and the customer can
sign with their finger or a stylus, all while capturing a complete digital audit trail.
- Bridge the gap between digital and physical onboarding.
- Ensure a high-touch, guided experience when needed.
- Maintain a fully digital workflow even for face-to-face interactions.
White-Labeling & Branding
Make the eSignature experience an extension of your brand. Add your company logo, customize the colors of
the signing interface, and modify the email notifications to align with your brand guidelines, creating a
trusted and professional experience for your customers.
- Reinforce your brand identity and build customer trust.
- Provide a consistent user experience across all touchpoints.
- Differentiate your service from competitors.
Compliance Reporting Dashboards
Gain a high-level view of your KYC processes. Our dashboards provide insights into document status,
completion rates, and average signing times. Use this data to identify bottlenecks and continuously
optimize your onboarding workflow for speed and efficiency.
- Monitor key performance indicators in real-time.
- Make data-driven decisions to improve your processes.
- Provide status reports to management and auditors.
Workflow Automation Builder
Go beyond a single signature. Design multi-stage, multi-signer workflows. For example, a KYC form can be
filled out by a customer, then automatically routed to a compliance officer for review and
counter-signature, all without manual intervention.
- Automate complex internal review and approval processes.
- Ensure proper procedure is followed every time.
- Reduce delays between process steps.
Data Residency & Localization
Address data sovereignty requirements with confidence. We offer options to store your encrypted data in
specific geographic regions (e.g., USA, EU) to help you comply with local data privacy laws like GDPR. The
platform is also available in 18+ languages.
- Meet data residency requirements for your industry or region.
- Serve a global customer base in their native language.
- Reduce legal and compliance risks associated with data location.
On-Premises Deployment Option
For organizations with extreme security or regulatory constraints, such as government bodies or large
financial institutions, we offer an on-premises version of eSignly. Host the entire platform within your
own data center for complete control over your data and infrastructure.
- Gain maximum control over your data and security environment.
- Meet the strictest data governance and 'data-at-rest' policies.
- Integrate directly with other internal, air-gapped systems.
